Review and manage onboarded merchants

To review and manage merchant details and settings, go to Merchant management within the onboarding group on the left sidebar of the Dashboard.

In Merchant management, you can search for a specific merchant by:

• Typing the merchant's legal entity name.
• Filtering the date when the merchant was created or the operational status.

Clicking a merchant’s legal entity name in the table will allow you to view all the details and payment method setup.

How to onboard a new merchant

Through the Dashboard's left sidebar, go to the onboarding group, and select Merchant management. Click the Onboard New Merchant button at the top of the page to start the process.

Onboarding a new merchant and configuring their payment methods involves six steps.

On the right side of the interface, you’ll find the detailed list of steps to complete:

• Step 1: Add all required merchant business details.
• Step 2: Add the registered address of the merchant's legal entity.
• Step 3: Add all the business owner's details.
• Step 4: Add the business website URLs and required details.
• Step 5: Select the payment methods to configure on the merchant checkouts.
• Step 6: In the final step, review the merchant information and make any necessary changes before creating the merchant.

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Error handling

If any required information is missing from the previous steps, you'll see warning messages on the right side panel.

New merchant account created

After creating a new merchant account, a confirmation message will appear with three options:

• Review merchant details: Go to the merchant details page.
• Copy and create new merchant: Use this option if the merchant has multiple merchant category codes under the same legal entity. Duplicate the existing merchant data, complete steps 4 and 5 to create a new merchant account linked to the same legal entity.
• Continue: Go to the main page of the merchant management.

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Active operational status

Only merchants with an Active operational status can accept payments.

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Important

After a merchant is created, PPRO initiates KYC checks. If no compliance-related risks are found, the merchant is activated within seconds, and their operational status will be Active.

If the merchant operational status is Pending, it can take several days to change to Active.

Edit the merchant details

To edit merchant details:

• Select Merchant management from the Onboarding group in the left sidebar.
• In Merchant management search for a specific merchant by:
  • Typing the merchant's legal entity name.
  • Filtering the date when the merchant was created or the operational status.
• Click on the merchant's legal entity name to view their details.
• Click Edit details to modify the merchant's information.
• Update the necessary information and click Save changes.

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Important

Note that compliance checks will be triggered after every change.